13FBOX
B. Riley Wealth Advisors, Inc. · 13F Holdings
Options Calculator Rankings

B. Riley Wealth Advisors, Inc.

No.1836 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.87B
QoQ Change Q1 2026
+$288.5M+18.3%
Holdings
831
New Buys
103
Adds
354
Reduces
332
Exits
75
Unchanged
42
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
6.35%6.37%$118.5M607,945$100.6M11.5M-10.9M-94.70%Reduce
APPLE INCAAPL
3.44%3.56%$64.2M227,727$56.2M704,712-476,985-67.69%Reduce
IISHARES TRIVV
2.38%2.16%$44.4M59,644$34.1M53,667+5,977+11.14%Add
AMAZON COM INCAMZN
1.97%1.92%$36.7M152,873$30.3M358,747-205,874-57.39%Reduce
META PLATFORMS INCMETA
1.85%2.09%$34.6M61,413$33.0M269,398-207,985-77.20%Reduce
ELI LILLY & COLLY
1.67%1.42%$31.3M25,422$22.4M342,094-316,672-92.57%Reduce
MICROSOFT CORPMSFT
1.66%1.9%$30.9M83,878$30.1M133,224-49,346-37.04%Reduce
VVANGUARD INDEX FDSVUG
1.57%1.54%$29.3M345,642$24.2M57,716+287,926+498.87%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.34%1.35%$25.0M33,701$21.3M33,692+9+0.03%Add
TTRUST FOR PROFESSIONAL MANAGAPUE
1.26%1.06%$23.4M510,969$16.7M430,240+80,729+18.76%Add
ALPHABET INCGOOGL
1.21%1.01%$22.6M63,803$15.9M58,055+5,748+9.90%Add
BROADCOM INCAVGO
1.16%1.1%$21.7M58,265$17.4M108,650-50,385-46.37%Reduce
IINVESCO QQQ TRVOO
1.13%1.21%$21.2M29,270$19.1M34,207-4,937-14.43%Reduce
VANECK ETF TRUSTSMH
1.12%0.7%$20.9M33,074$11.1M30,619+2,455+8.02%Add
PALO ALTOPANW
1.09%0.6%$20.3M61,181$9.5M61,435-254-0.41%Reduce
VVANGUARD INDEX FDSVTV
1.09%1.15%$20.3M92,789$18.2M94,248-1,459-1.55%Reduce
PALANTIR TECHNOLOGIES INCPLTR
1.05%1.49%$19.5M168,705$23.5M1.0M-867,782-83.72%Reduce
AAlphabet Inc Class CGOOG
1.02%0.92%$19.1M54,340$14.5M62,969-8,629-13.70%Reduce
ADVANCED MICRO DEVICES INCAMD
1.01%0.46%$18.9M35,117$7.2M145,571-110,454-75.88%Reduce
SSELECT SECTOR SPDR TRXLK
1.01%0.73%$18.9M101,729$11.5M90,573+11,156+12.32%Add
CROWDSTRIKE HLDGS INCCRWD
0.99%0.69%$18.5M24,925$10.9M78,155-53,230-68.11%Reduce
JPMORGAN CHASE & COJPM
0.89%0.87%$16.5M50,190$13.8M78,305-28,115-35.90%Reduce
MICRON TECHNOLOGY INCMU
0.78%0.23%$14.5M12,686$3.7M12,441+245+1.97%Add
PPROSHARES TRCSM
0.74%0.76%$13.8M162,845$12.0M164,537-1,692-1.03%Reduce
CCAPITAL GROUP CORE BALANCEDCGBL
0.72%0.74%$13.4M354,422$11.6M344,298+10,124+2.94%Add
JOHNSON & JOHNSONJNJ
0.68%0.59%$12.8M49,343$9.3M57,960-8,617-14.87%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.66%0.72%$12.3M24,723$11.3M23,814+909+3.82%Add
VVANGUARD INDEX FDSVOO
0.62%0.74%$11.5M16,951$11.7M20,215-3,264-16.15%Reduce
TESLA INCTSLA
0.59%0.6%$11.0M26,754$9.5M26,638+116+0.44%Add
VVANGUARD FTSEVEA
0.55%0.57%$10.2M143,644$9.1M146,008-2,364-1.62%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
0.54%0.43%$10.0M22,054$6.9M21,691+363+1.67%Add
IISHARES TRICVT
0.53%0.41%$9.9M81,888$6.4M64,947+16,941+26.08%Add
SEAGATE TECHNOLOGY HLDNGS PLSTX
0.53%0.25%$9.8M10,135$3.9M10,732-597-5.56%Reduce
TTRUST FOR PROFESSIONAL MANAGAPIE
0.52%0.46%$9.7M252,940$7.2M211,473+41,467+19.61%Add
GE VERNOVA INCGEV
0.52%0.52%$9.7M8,776$8.2M10,074-1,298-12.88%Reduce
PROCTER & GAMBLE COPG
0.51%0.59%$9.5M64,214$9.4M163,718-99,504-60.78%Reduce
IISHARES TRDGRO
0.5%0.51%$9.4M123,793$8.0M116,556+7,237+6.21%Add
GGENERAL DYNAMICS CORPVTI
0.5%0.49%$9.4M25,547$7.7M24,651+896+3.63%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.5%0.48%$9.3M33,327$7.5M140,619-107,292-76.30%Reduce
GOLDMAN SACHS GROUP INCGS
0.49%0.45%$9.2M8,975$7.1M8,814+161+1.83%Add
EATON CORP PLCETN
0.49%0.48%$9.1M22,373$7.6M22,187+186+0.84%Add
IINVESCO S&P MIDCAP MOMENTUM ETFXMMO
0.48%0.04%$9.0M53,703$705,8485,077+48,626+957.77%Add
IISHARES TRIVW
0.47%0.48%$8.8M65,034$7.6M70,185-5,151-7.34%Reduce
SSPDR SERIES TRUSTBIL
0.46%0.56%$8.6M94,370$8.9M97,196-2,826-2.91%Reduce
FFIDELITY MERRIMACK STR TRFBND
0.46%0.46%$8.5M186,351$7.3M161,021+25,330+15.73%Add
SSPDR GOLD TRGLD
0.45%0.71%$8.5M23,010$11.2M259,484-236,474-91.13%Reduce
WALMART INCWMT
0.45%0.51%$8.4M73,082$8.1M115,240-42,158-36.58%Reduce
ABBVIE INCABBV
0.44%0.42%$8.2M32,420$6.6M50,912-18,492-36.32%Reduce
CAPITAL ONE FINL CORPCOF
0.42%0.41%$7.9M39,041$6.5M36,445+2,596+7.12%Add
IISHARES TRIUSB
0.42%0.37%$7.8M167,394$5.8M126,653+40,741+32.17%Add

🧭 Institutional Sector Flow Heatmap

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